Self Managed Super Funds Simplified offers a streamlined approach to managing superannuation funds, making it accessible to individuals without the need for substantial wealth. With a focus on simplicity and cost-effectiveness, the company provides a range of services including trust deed preparation, statutory documentation, and ABN registration. Their one-time set-up fee and fixed administration and compliance fees ensure transparency and affordability for clients.
Whether clients are in the accumulation phase with limited transactions and assets or transitioning into the pension phase with more complex financial structures, Self Managed Super Funds Simplified caters to various needs. They offer different packages based on the number of bank accounts, transactions, and assets, with options for additional services such as BAS preparation and tax advice. The company’s commitment to delivering essential documentation electronically underscores their efficiency and modern approach to superannuation management.
With a team of specialist legal professionals, Self Managed Super Funds Simplified prioritizes compliance with SIS Regulations and provides comprehensive financial statements, member statements, and tax returns. While offering guidance on investment strategies and tax implications, the company emphasizes that financial advice, audit, actuarial, and specific tax advice are not included in their services. Clients can rely on the expertise of Self Managed Super Funds Simplified to navigate the complexities of self-managed super funds effectively and efficiently.